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    Screenshot of QuickBooks Online interface showing class management options for small business accounting.

    Table of Contents

    Introduction

    Classes in QuickBooks Online allow you to categorize transactions and track income and expenses by different segments of your business, such as departments, locations, or projects. This guide will walk you through the steps to add, delete, and restore classes in QuickBooks Online.

    Adding a Class in QuickBooks Online

    Step 1: Log In to QuickBooks Online

    1. Open QuickBooks Online: Navigate to the QuickBooks Online website and log in with your credentials.

    Step 2: Enable Class Tracking

  • Go to Account and Settings: Click on the Gear icon (⚙️) in the upper right-hand corner.
  • Select Advanced: In the left-hand menu, select ‘Advanced’.
  • Enable Class Tracking: Find the ‘Categories’ section, click on the pencil icon to edit, and check the box for ‘Track classes’. Click ‘Save’ and then ‘Done’.

    • Step 3: Add a New Class

  • Go to All Lists: Click on the Gear icon (⚙️) again and select ‘All Lists’ under the ‘Lists’ section.
  • Select Classes: Click on ‘Classes’.
  • Create a New Class: Click the ‘New’ button to add a new class. Enter the class name and save.

    • Deleting a Class in QuickBooks Online

    Step 1: Access the Classes List

  • Go to All Lists: Click on the Gear icon (⚙️) and select ‘All Lists’ under the ‘Lists’ section.
  • Select Classes: Click on ‘Classes’.

    • Step 2: Delete the Class

  • Find the Class: Locate the class you want to delete.
  • Delete the Class: Click on the dropdown arrow next to the class name and select ‘Delete’. Confirm the deletion when prompted.

    • Restoring a Deleted Class in QuickBooks Online

    Step 1: Access the Classes List

  • Go to All Lists: Click on the Gear icon (⚙️) and select ‘All Lists’ under the ‘Lists’ section.
  • Select Classes: Click on ‘Classes’.

    • Step 2: Show Inactive Classes

  • Include Inactive Classes: Click on the Gear icon above the action column and check the box for ‘Include inactive’.

    • Step 3: Restore the Class

  • Find the Inactive Class: Locate the class you want to restore in the list of inactive classes.
  • Activate the Class: Click on ‘Make active’ next to the class you wish to restore.

    • Best Practices for Managing Classes

    • Consistent Naming Conventions: Use clear and consistent names for your classes to avoid confusion.
    • Regular Reviews: Periodically review your classes and their assigned transactions to ensure accuracy.
    • Consult with an Accountant: If you are unsure about adding, deleting, or restoring a class, consult with your accountant to ensure proper categorization and record-keeping.

    Conclusion

    Adding, deleting, and restoring classes in QuickBooks Online is a straightforward process that helps you organize your financial data more effectively. By following the steps outlined in this guide, you can manage your classes efficiently, leading to better financial tracking and reporting.

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